Client Associates

Overview

Client Associates (Pioneer Client Associates Private Limited) was founded in May 2002 and is headquartered in Gurugram, with offices in eleven Indian cities. It describes itself as a multi-family office and private wealth manager; its Family Office platform acts as a family CFO for families with managed wealth of about USD 10 million and above, consolidating their wealth and offering a proprietary fund (CAAF) alongside third-party managers. Services also include estate planning, real estate advisory, investment banking, lending and insurance solutions. The homepage reports about USD 6.1 billion of assets under advice and 1,400+ active relationships.

People

• Donald D'Souza
  Managing Partner - Investment Banking · source
• Mayank Sharma
  Director & Head - Asset Allocation and Products · source
• Nitin Aggarwal
  Executive Director - Investment Research and Advisory · source
• Himanshu Kohli
  Co-Founder · source
• Rohit Sarin
  Co-Founder · source
• Joseph Thomas
  Managing Partner & Co-Chief Operating Officer · source
• Abhimanyu Nair
  Managing Partner - Wealth · source
• Abhishek Khudania
  Managing Partner - Wealth · source
• Nikhil Gupta
  Managing Partner - Wealth · source
• Rahul Nair
  Managing Partner - Wealth · source
• Siddharth Pardesi
  Managing Partner, CBO - HNI · source
• Amar Koradia
  Director & Head - Fixed Income · source
• Ankit Jain
  Executive Director & Head - Real Estate · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →